Sirisha Bhogaraju
Sirisha Bhogaraju joined Market Realist in October 2014. She has more than 12 years of experience in financial research. Sirisha has covered various sectors over the years, but she's most interested in consumer and retail stocks. She likes to see how macro trends and evolving customer choices impact companies.
Sirisha has a master’s degree in finance. She's also a music enthusiast and likes to read in her spare time.
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Sirisha Bhogaraju
JCPenney: Insight into Its Roller Coaster Journey
This series on JCPenney will provide insight into the company’s business and its turnaround strategy, key growth initiatives, stock price movement, and valuation.
Nordstrom’s operating margins feel the squeeze from expansion
In fiscal 2014, Nordstrom’s operating margins declined by another 9.8% on the heels of a 10.8% decline in fiscal 2013.
Coca-Cola’s 3Q15 Earnings Beat Estimates, Decline from Prior Year
Coca-Cola’s 3Q15 earnings were negatively impacted by currency headwinds and a 4.6% decline in 3Q15 revenue.
Why TJX Companies Might Post Tepid Earnings Growth in 2Q16
TJX Companies (TJX) will announce its results for the second quarter of fiscal 2016 on August 18. The second quarter ended on August 1, 2015.
Why TJX Companies Commands a Higher Valuation than Its Peers Do
As of August 24, TJX Companies stock was trading at $69.43, a rise of 2.2% since the start of 2015. The company’s stock price rose 7.2% on August 18, the day it announced its 2Q16 results.
Will PepsiCo’s Earnings Stay Ahead of Wall Street in 2Q15?
PepsiCo expects currency headwinds to impact its fiscal 2015 core EPS by 11% compared to its previous estimate of 7%. It expects currency headwinds to drag down EPS in 2Q15 by 12%.
Key Department Store Stocks Underperform in the Market
As of September 4, department store stocks for Macy’s fell by 11.1% since the start of 2015. Despite 1H15 sales growth, Nordstrom’s stock also fell by 7%.
What Went Wrong with Macy’s 1Q15 Operating Margins?
Macy’s (M) operating margins declined to 6.6% in 1Q15—ending May 2, 2015—from 7.1% in the same quarter last year. The operating income declined by 7.7%.
Why Innovation Should Drive PepsiCo’s 2015 Revenue
In April 2015, PepsiCo (PEP) launched two new protein-packed snack mixes under its Cracker Jack’D food brand.
Can PepsiCo’s Stock Pick Up Momentum in 2016?
As of January 28, about 59% (or 17) analysts out of 29 analysts, have a “buy” recommendation for PepsiCo and 12 analysts have a “hold” recommendation. None of the analysts have a sell recommendation.
Coca-Cola Deal Gives Monster Beverage Yet Another Boost
In 2014, Monster Beverage’s net sales increased by 9.7% to $2.5 billion, with 21.7% of its net sales from outside the United States.
Coca-Cola’s 4Q15 Operating Margin Rose on Productivity Measures
Coca-Cola’s operating margin improved significantly to 15.2% in 4Q15 from 13.3% in the comparable quarter of the previous year.
Marijuana Legalization: More Americans Are Saying Yes
Marijuana legalization is gathering steam as one of the key topics for the 2020 presidential election. Marijuana is still a federally controlled substance.
Why Vaping May Not Be a Gold Mine for Cannabis Players
In recent years, vaping devices or e-cigarettes have been considered safer than tobacco cigarettes. However, the rise in vaping is now a matter of concern.
Macy’s Investors Disappointed in 2015: Stock Falls More Than 46%
Macy’s (M) stock price has fallen a whopping 46.7% this year. On December 21, 2015, Macy’s share price fell to $35.02. It touched its 52-week low of $34.50 on December 17.
Burlington Stores Stock Soars on Impressive First-Quarter Earnings
Burlington Stores stock was up 8.4% as of 11:15 AM EST today in reaction to better-than-expected results for the first quarter, which ended on May 5.
Comparing Macy’s Valuations to Its Peers’
In this article, we’ll use the 12-month forward PE (price-to-earnings) ratio to assess Macy’s current valuation and compare it with its peers’.
Energy Drinks Outperform Soda Drinks in Case-Volume Growth
An interesting development in the energy drinks industry is Monster Beverage’s strategic deal with Coca-Cola. The deal will expand Monster Beverage’s product line-up.
Key Drivers of Dr Pepper Snapple’s 4Q15 Sales
Dr Pepper Snapple reported sales of nearly $1.6 billion in 4Q15, beating the consensus Wall Street analyst estimate of $1.53 billion.
Can TJX Companies Sustain Its Earnings Growth after Fiscal 2Q17?
Following the strong results in fiscal 2Q17, TJX Companies raised its earnings outlook for fiscal 2017. TJX expects its fiscal 2017 EPS to be in the $3.39–$3.43 range.
Coca-Cola’s Productivity Program to Improve 2015 Margins
Coca-Cola’s productivity program aims for annualized savings of $3 billion by 2019. The company will reinvest these savings in incremental media spending.
Where STZ’s Valuation Stands Prior to Its Fiscal 4Q16 Results
On March 31, 2017, Constellation Brands (STZ) was trading at a 12-month forward PE (price-to-earnings multiple) of 22.2x.
An Overview of the US Nonalcoholic Beverage Industry
The US nonalcoholic beverage market comprises categories like carbonated soft drinks, ready-to-drink tea and coffee, bottled water, sports drinks, and energy drinks.
Coca-Cola, PepsiCo, Dr Pepper Snapple: A Valuation Showdown?
As of March 28, Coca-Cola and PepsiCo were trading at 12-month forward PE multiples of 22.7x and 22.0x, respectively.
New York Is Gearing Up for PepsiCo’s Kola House this Spring
PepsiCo is getting ready to launch Kola House, its first hospitality venture, at its flagship location in New York City’s Meatpacking District. The first Kola House, which will operate as a kola bar, restaurant, lounge, and event space, is expected to open this spring.
Coca-Cola’s Growth Strategy for Soda and Still Beverages
Coca-Cola’s (KO) overall unit case volume rose 1% in 3Q16. The company’s soda or sparkling beverage unit case volumes were flat in 3Q16 on a YoY basis.
Will Recent Acquisitions Bring More Power to Diageo?
One of Diageo’s key growth strategies has been to make acquisitions in high-growth markets and product categories. In February, Diageo acquired the remaining 50% stake in Don Julio tequila from Jose Cuervo in exchange for Bushmills Irish Whiskey.
Monster’s 1Q16 Sales Benefit from Strategic Deal with Coca-Cola
Monster Beverage’s (MNST) net sales in 1Q16 ended March 31, 2016, were $680.2 million, ahead of the consensus analyst sales estimate of $656.9 million.
Why Operating Margin Expansion Might Be a Tough Task for Macy’s
Macy’s (M) operating margin in 3Q15 declined to 4.4% from 6.8% in the comparable quarter of the previous year. The company’s 3Q15 operating margin was also lower than its peers.
Which Off-Price Retailer Is Operating at the Highest Margins?
Major off-price retailers have strong margins supported by lean operating models, efficient inventory management, and strong vendor relationships.
Coca-Cola and PepsiCo: Analysts’ Recommendations
On December 13, PepsiCo (PEP) stock rose 1.2%. UBS initiated coverage with a “neutral” rating and a target price of $123.
How Did the Stock Market React to Dr Pepper Snapple’s 1Q16 Data?
Dr Pepper Snapple’s stock price appreciated by ~3% to $90.38 on April 27, in reaction to the company’s strong 1Q16 results and revised outlook.
Mintel Forecasts Strong Growth in the US Energy Drink Market
The US energy drink and shots market grew by 56% between 2009 and 2014, even though the category was entangled in litigation and had negative publicity.
Non-Sparkling Water Is the Largest Bottled Water Segment in the US
The domestic non-sparkling bottled water category is the largest segment of bottled water in the US.
Why Ready-to-Drink Coffee Is Gaining Popularity with US Consumers
Coffee lovers in the United States are boosting ready-to-drink coffee volumes.
TJX Companies: Pricing Strategy Benefits US Sales in 2Q16
In the first six months of fiscal 2016, HomeGoods accounted for 12.2% of the consolidated net sales of TJX Companies. That’s up from 11.2% in the comparable period of the previous year.
Coca-Cola’s 2015 Productivity Initiatives: A Closer Look at Costs
Coca-Cola has been aggressively implementing productivity initiatives to offset the impact of sluggish soda volumes and macro challenges in key markets.
PepsiCo Announced Its CEO Succession Plan
On August 6, PepsiCo (PEP) announced its CEO succession plan. Long-term CEO Indra Nooyi will step down effective October 3.
Alcoholic Beverage Industry Is Reluctant to Embrace E-Commerce
Manufacturers in the alcoholic beverage industry can’t sell directly to consumers due to a three-tier distribution system. This discourages them from having their own e-commerce channels.
Store Expansion: Ross Stores Spreads into New Territories
Ross Stores has continued its expansion over the years, opening 95, 88, and 82 new stores in fiscal 2014, 2013, and 2012, respectively.
JCPenney Stock Still in the Red, Analysts Mostly Say ‘Hold’
Nine out of 25 analysts have a “buy” recommendation for JCPenney’s (JCP) stock, ten have a “hold” recommendation, and six gave a “sell” recommendation.
The Growing Emphasis of Coca-Cola and Peers on Still Beverages
Another plant-based beverage acquisition made by Coca-Cola was that of Xiamen Culiangwang Beverage Technology Company in 2015.
US Soda Update: Case Volumes Decline for the Tenth Straight Year
Carbonated soft drink volumes dropped to 8.8 billion 192-ounce cases in 2014. This is the tenth straight year of decline.
PepsiCo’s Valuation ahead of 1Q17 Results
As of April 19, PepsiCo (PEP) was trading at a 12-month forward PE (price-to-earnings) ratio of 22.1x.
Walmart’s Stock Rises 20% Year-to-Date: Can It Rise More?
The stock price of retail giant Walmart (WMT) has risen by 20.1% on a YTD (year-to-date) basis to $73.84, as of July 18. Walmart’s stock has outperformed the S&P 500 Index, which has risen 7.7% on a YTD basis.
Innovation and Marketing Fuel Dr Pepper Snapple’s Future Growth
Dr Pepper Snapple is creating more visibility for its products by associating with popular movies. It expects its marketing spend to be ~7.6% of net sales in 2015.
Why JCPenney Considers Its Private Brands to Be Vital
JCPenney (JCP) considers its private brands as key sales drivers. Some of the company’s popular private brands are St. John’s Bay, Arizona, Okie Dokie, Total Girl, and Xersion.
Ross Stores or Burlington Stores: Which Looks Better in 2019?
Ross Stores and Burlington Stores stocks have risen 8.9% and 1.2%, respectively, on a year-to-date basis as of January 14.
Analyzing Kohl’s Opportunities and Threats after 3Q15
Kohl’s can look for growth opportunities in off-price retailing. It opened its first Off-Aisle by Kohl’s store in 2015, with a slightly different concept.
Will Constellation Brands’ Fiscal 1Q17 Earnings Beat Estimates?
For fiscal 1Q17, analysts expect Constellation Brands to deliver adjusted EPS (earnings per share) of $1.52.
